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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (94718)	2/23/2000 12:13:00 AM
From: kash johal	Read Replies (4) \| Respond to of 1575598

Paul, Here's some information on Intel. Now they are investing in infineon to produce RDRAM:Intel takes Infineon stake for Rambus By Peter Clarke EE Times (02/22/00, 10:44 p.m. EST) LONDON?Intel Corp. has agreed to invest $250 million in Infineon Technologies AG, the wholly owned subsidiary of Siemens AG (Munich Germany), ahead of an initial public offering of shares in Infineon, due in March. The private placement will give Intel about a 1.5 per cent stake in Infineon when shares start trading on March 13, and is accompanied by Infineon's cooperation with Intel in the production of Rambus DRAM products, Intel's preferred memory format for use alongside its high performance microprocessors. The two companies have also agreed to share roadmaps for future technology and Intel is expected to take a guaranteed proportion of the output of a 300mm wafer fab Infineon plans to build at one of its existing manufacturing locations. Infineon announced this week that it would float 26 percent of itself on the Frankfurt and New York stock exchanges, with Siemens retaining majority ownership. The shares are expected to be priced in a range of $29 to $35. Two years ago Infineon lost about $600 million but returned to profit last year on strengthening DRAM prices. However, although application specific chips are now in short supply, prices for standard DRAM memory chips have fallen in recent weeks.

To: Paul Engel who wrote (94718)	2/23/2000 12:19:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1575598

Paul, re: fab 25 capacity. Last quarter they produced 1M K7's and 5M+ k6-2's. And they didn't run at 100% capacity. Spitfires should be in 120mm2 range and so 7M+ is feasible from fab 25 alone. In reality I would not expect more than 3-4M out of fab 25. With dresden kicking in 1-2M/qtr high end chips by Q4 this year. My point is that even without dresden AMD has tremendous capacity. With dresden they clearly have over-capacity. They need to do more to create demand IMHO. regards, Kash